Rachel Scott
Financial Planning Associate
Educational Experience:
Bachelor’s Degree in Finance – University of Wisconsin Milwaukee
About Rachel
Rachel works closely with advisors, Mike White and Kristy White to gain comprehensive experience in financial planning, client relationship management, portfolio oversight, tax planning, and other aspects of the firm’s operations. Rachel enjoys learning the ins and outs of the industry while supporting clients in achieving clarity and confidence in their financial decisions.
Outside of work, Rachel enjoys finding creative ways to balance productivity with fun. She appreciates quality time with family and friends, exploring new destinations, and indulging in small everyday joys—often fueled by a Diet Coke or two. Rachel also enjoys staying active, trying new experiences, and finding moments to laugh and make memories along the way.
Fun Facts
Dream hiding spot in a global game of hide-and-seek?
On a remote private island – peaceful, sunny, and impossible to find
Childhood nickname that still cracks you up?
Rae Rae – my little brother couldn’t pronounce Rachel and somehow it stuck!
Quick go-to dance move when the beat drops?
A subtle shoulder groove — just enough to prove I’ve got rhythm
If you could talk to any animal, which and why?
A dolphin — intelligent, social, and probably full of fascinating stories
Office Hours
Mon - Thurs | 9 am to 4 pm
Friday | 9 am to 1 pm
Weekends | Closed
Contact Info
124 N Water Street Suite 204, Rockford, IL 61107